Marshall & Sterling Wealth Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio UTWO Stock Details UTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.87M	Buy	59,825 +712	+1%	+$34.3K	1.7%	18
2026 Q1	$2.85M	Buy	59,113 +14,818	+33%	+$719K	1.87%	17
2025 Q4	$2.15M	Sell	44,295 -1,089	-2%	-$52.9K	1.42%	19
2025 Q3	$2.2M	Buy	45,384 +1,613	+4%	+$78.1K	1.41%	20
2025 Q2	$2.12M	Buy	43,771 +4,234	+11%	+$205K	1.44%	18
2025 Q1	$1.92M	Buy	39,537 +38,679	+4,508%	+$1.86M	1.3%	20
2024 Q4	$41.2K	Buy	+858	New	+$41.4K	0.03%	143

Other funds holding UTWO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Odyssey Group Lancaster, Pennsylvania $369M AUM

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's UTWO Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its US Treasury 2 Year Note ETF (UTWO) stake by 1.2% in Q2 2026, buying an estimated $34.3K and bringing the position to 59,825 shares worth $2.87M. The position accounts for 1.7% of the portfolio, ranked #18.

Marshall & Sterling Wealth Advisors first reported a position in UTWO in Q4 2024 and has held it in 7 quarters since. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

Marshall & Sterling Wealth Advisors held 59,825 shares of US Treasury 2 Year Note ETF worth $2.87M as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 712 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $34.3K.
US Treasury 2 Year Note ETF made up 1.7% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Marshall & Sterling Wealth Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2024 and has held it in 7 quarters since.
78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.